Peter John Watt

Mary Rodrigue is a PFS™ credentialed financial advisor with 31 years of industry experience. She has been with Kirkwood Private, LLC since 2006, where she is the firm's sole advisor. Kirkwood Private serves a limited number of high-net-worth individuals, families, related trusts, and private charitable foundations, providing comprehensive wealth management that integrates investment oversight with tax, estate, retirement, and trust planning. The firm operates primarily on a non-discretionary basis, emphasizing asset-class diversification and coordinating third-party managers to implement investment decisions.

Thomas Repeta is the sole advisor at Harbor Investment Advisors in Portland, ME, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Harbor Investment Advisors since 1998. Harbor Investment Advisors provides discretionary portfolio management primarily for individuals, trusts, and retirement plans, focusing on mutual funds, exchange-traded funds, and balanced allocations. The firm typically serves larger account sizes and combines top-down and bottom-up analysis using third-party research, managing accounts on a discretionary basis with regular reviews and detailed performance reporting.

James Kelly is a Series 65-licensed financial advisor at Northwater Capital with one year of industry experience. Prior to founding Northwater Capital, he worked for 17 years at Stein Mitchell Beato & Missner LLP. Northwater Capital provides investment management primarily to pooled investment vehicles and institutional-style clients, employing a tactical allocation strategy supported by proprietary algorithmic, machine learning, and AI models. The firm combines asset-based management for private funds with project-based hourly consulting services.

Brian Dietz is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Portland Financial Planning Group since 1998. The firm provides comprehensive financial planning and investment advisory services to individuals and families, including high-net-worth clients. Portland Financial Planning Group emphasizes long-term, asset-allocation-driven portfolios using low-cost index funds and diversified mutual funds and ETFs, primarily managing client assets on a non-discretionary basis with client involvement in transactions.

John Duffy is the sole advisor at Intent Advice, Inc. in Yarmouth, ME, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Broad Cove Capital, Cribstone Capital Management, and Purshe Kaplan Sterling Investments. Intent Advice, Inc. provides consulting and investment-advisory services to a limited client base including high-net-worth individuals, small businesses, charities, endowments, trusts, and estates. The firm offers written financial plans and ongoing advice tailored to each client’s investment profile, typically reviewing clients quarterly, and operates with a fee structure based on negotiated fixed fees and hourly rates rather than assets under management.

Laurie Bachelder is a financial advisor at Freedom Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has led her independent advisory firm since 2012. Outside of advisory services, she is a managing member involved in coordinating real estate development projects. Freedom Wealth Advisors is a single-advisor independent firm serving individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm focuses on non-traditional assets and secured, short-term loans, especially to local real estate developers and alternative assets in self-directed IRAs, managing accounts primarily on a non-discretionary basis using a combination of fundamental, technical, and cyclical analysis.